Pam strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, and assists clients with any questions or requests they may have in a timely and efficient manner.

Pam enjoys fostering close relationships with the families and individuals we serve, and helping ensure that they receive a high level of attention and support.

Pam also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.

Before joining our team in November 2020, Pam was a client associate at Wells Fargo Advisors. She holds a bachelor’s degree in business from Kaplan University.

Pam is originally from Washington, Nebraska, and now lives in Omaha with her children, Payge and Dalton. When not in the office, Pam enjoys spending time with her children and reading.